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Client Forms/Information Sheets
All clients, new and current, business and individual taxes, need to fill out this sheet each tax year.
To expedite your return completion, please answer the questions on this questionnaire.
Checklist Documents
For individual tax returns.
For individual tax returns.
For businesses run under you SSN.
For individuals with rental properties.
All business return types.
Pay Taxes Online/Track Refund
Pay Taxes
To pay your IRS/Utah taxes online you will need:
- Personal Information
- Address used to file your taxes
- Ensure your taxes have been filed
Track Refund
To track your IRS/Utah refund status you will need:
- Social Security Number
- Filing Status
- Refund Amount
Social Security Administration
For information about retirement, disability and social security visit the Social Security Administration Website.
Knowledge Center
Find practical answers for your
questions in our article library.
Avoiding Tax Scams
The IRS recently published these resources to help tax payers avoid tax scams:
June 15, 2026
If you are a U.S. citizen or resident alien living and working (or on military duty) outside the U.S. and Puerto Rico, file your 2025 Form 1040 and pay any tax, interest and penalties due. Otherwise, see April 15th above. However, if you are a participant in a combat zone, you may be able to further extend the filing deadline.
Second installment payment of your 2026 estimated tax due, if you aren’t paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES or pay by credit card or by EFTPS.
September 15, 2026
Third installment payment of your 2026 estimated tax due, if you aren’t paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES or pay by credit card or by EFTPS.
October 15, 2026
Extended deadline to file your 2025 income tax return if you requested a tax extension.
December 31, 2026
Due date to take the 2026 required minimum distribution from your retirement plan for those 73 and older.
January 15, 2027
Fourth and final installment of your 2026 estimated tax due, if you didn’t pay your income tax for the year through withholding (or didn’t pay enough). Use Form 1040-ES or pay by credit card or by the electronic federal tax payment systems (EFTPS).
Note: You don’t have to make this payment if you file your 2026 return (Form 1040) and pay any tax due by February 2, 2027.
January 31, 2027
File your income tax return (Form 1040) for 2026 if you didn’t pay your last installment of estimated tax by January 15th. Filing your return now prevents any penalty for late payment of the last installment.
February 15, 2027
Deadline to reclaim your exemption from withholding. This applies if you claim an exemption from your employer withholding taxes from your paycheck on your Form W-4. To remain exempt from withholding, you must give your employer a new Form W-4 by this date every year.
April 1, 2027
Due date to take the 2026 required minimum distribution from your retirement account if you turned 73 during the previous year (2026).
April 15, 2027 – Tax Day
- File or e-file your individual federal income tax return (form 1040, Form 1040A, or Form 1040EZ), and pay any tax due.
- Taxpayers who can’t make payments should request (on Form 9465) an agreement to pay in installments.
- If you paid cash wages of $1,900 or more in 2026 to a household employee, you must file Schedule H with your income tax return (Form 1040) and report any employment taxes and withheld income taxes for those employees.
- Deadline for most state tax returns, though there are some exceptions for certain states.
- Deadline to request a tax extension by filing Form 4868 and to pay any taxes due from tax year 2026 (even if you are requesting an extension). Then file Form 1040 or Form 1040A by October 15.
- Deadline to make HSA and IRA contributions for tax year 2026.
- Estimated tax payments due for the first quarter of 2027.
- If you aren’t paying your 2026 income tax through withholding (or won’t pay in enough tax during the year that way), pay the first installment of your 2027 estimated tax by this date. Use Form 1040-ES or pay by credit card or by EFTPS.
June 15, 2026
Corporations – Second installment payment of your 2026 estimated tax due, if you aren’t paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES or pay by credit card or by EFTPS.
July 31, 2026
All Employers – If you maintain an employee benefit plan, such as a pension, profit-sharing, or stock bonus plan, file Form 5500-EZ for calendar year 2025. If you use a fiscal year as your plan year, file the form by the last day of the seventh month after the plan.
September 15, 2026
S Corporations, and Partnerships – File a 2025 calendar year income tax return (Form 1120S or Form 1065) and pay any tax due if you were given an automatic 6-month extension.
Corporations – Third installment payment of your 2026 estimated tax due, if you aren’t paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES or pay by credit card or by EFTPS.
October 15, 2026
C Corporations – File a 2025 calendar year income tax return (Form 1120) and pay any tax due if you were given an automatic 6-month extension.
During November 2026
All Employers – Request that employees whose withholding exemptions will be different in 2025 fill out a new Form W-4.
December 15, 2026
Corporations – Fourth and final installment of your 2026 estimated tax due, if you didn’t pay your income tax for the year through withholding (or didn’t pay enough). Use Form 1040-ES or pay by credit card or by the electronic federal tax payment systems (EFTPS).
January 31, 2027
All Employers – Deadline to give employees their Form W-2 for 2026.
All Businesses – Give an annual information statement to recipients of certain payments you made during 2026. (You can use a copy of the appropriate Form 1099.)
February 15, 2027
All Businesses – Give an annual information statement to recipients of certain payments (e.g., proceeds from broker and barter transactions) you made during 2026. (You can use a copy of the appropriate Form 1099).
February 28, 2027
All Businesses – File an information return (Form 1099) with IRS for certain payments you made during 2026. There are different versions of Form 1099 for different types of payments. Use a separate Form 1096 to summarize and transmit each separate version. For a 30-day extension of time to file, use Form 8809. The due date for electronic filers is April 2, 2027.
March 15, 2027
S Corporations – File a 2026 calendar year income tax return (Form 1120S) and pay any tax still due. If you want an automatic 6-month extension, file Form 7004 and deposit what you estimate you owe.
S Elections – File Form 2553 to choose to be treated as an S corporation, beginning with calendar year 2026. If Form 2553 is filed late, S Corp treatment will begin with calendar year 2026 (unless the taxpayer qualifies for late election relief).
Electing Large Partnerships – Provide each partner with a copy of Schedule K-1 of Form 1065.
Partnerships – File a 2026 calendar year return (Form 1065) and provide each partner with a copy of Schedule K-1. If you want an automatic 6-month extension to file the return and provide Schedule K-1 or a substitute Schedule K-1, file Form 7004. Then file Form 1065 by September 15, 2027.
Corporations – First installment of your 2027 estimated tax due, if you didn’t pay your income tax for the year through withholding (or didn’t pay enough). Use Form 1040-ES or pay by credit card or by the electronic federal tax payment systems (EFTPS).
April 15, 2027
C Corporations – File a 2026 calendar year income tax return (Form 1120) and pay any tax still due. If you want an automatic 6-month extension, file Form 7004 and deposit what you estimate you owe.